Wetzel Investment Advisors, Inc. Ishares Tr Global Consumer Sta Transaction History

Wetzel Investment Advisors, Inc.

$194 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$58.26 - $61.03 $3,612 - $3,783	62 Added 3.25%	1,970 $120,000
Q4 2023 Jan 31, 2024	BUY	$55.14 - $59.83 $105,207 - $114,155	1,908 New	1,908 $113,000

Others Institutions Holding KXI

# of Institutions

130

Shares Held

6.62M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.55M
Shares

$163 Million
0.07% of portfolio
Black Rock Inc. New York, NY

1.57M
Shares

$100 Million
0.0% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

426K
Shares

$27.2 Million
0.15% of portfolio
Morgan Stanley New York, NY

305K
Shares

$19.5 Million
0.0% of portfolio
Morningstar Investment Management LLC Chicago, IL

176K
Shares

$11.3 Million
1.13% of portfolio

About ISHARES TR GLOBAL CONSUMER STA

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